State adviser firms
State adviser registrations
IAPD firm-state observations reported as APPROVED. Registration is a source status, not an endorsement or a principal-office location.
3,336 published state registrations on 3,336 distinct firm CRDs.
- KEARNEY-BURCH FINANCIAL SERVICES, INC.
Firm CRD 304040 · CA · Reported as state-registered
Registration date: 2019-06-14
- LIBERTY SOLUTIONS ADVISORS
Firm CRD 304043 · CA · Reported as state-registered
Registration date: 2019-06-19
- PRINCE, WILLIAM L
Firm CRD 304072 · CA · Reported as state-registered
Registration date: 2020-02-20
- VELA CONSULTING, LLC
Firm CRD 304085 · CA · Reported as state-registered
Registration date: 2019-06-27
- EQUAL VOICES WEALTH LLC
Firm CRD 304113 · CA · Reported as state-registered
Registration date: 2021-01-01
- OUTFLYERS LLC
Firm CRD 304115 · CA · Reported as state-registered
Registration date: 2019-07-23
- CALIBRATION FINANCIAL
Firm CRD 304118 · CA · Reported as state-registered
Registration date: 2024-03-06
- TAXABLE WEALTH
Firm CRD 304187 · CA · Reported as state-registered
Registration date: 2019-06-21
- VAN NOSTRAND WEALTH MANAGEMENT LLC
Firm CRD 304200 · CA · Reported as state-registered
Registration date: 2019-07-22
- LISKA INVESTMENTS LLC
Firm CRD 304252 · CA · Reported as state-registered
Registration date: 2020-02-21
- JEWELL WEALTH MANAGEMENT INC.
Firm CRD 304259 · CA · Reported as state-registered
Registration date: 2019-06-24
- STRAVA FINANCIAL, LLC
Firm CRD 304263 · CA · Reported as state-registered
Registration date: 2020-04-09
- EDUCATED SOLUTIONS
Firm CRD 304287 · CA · Reported as state-registered
Registration date: 2019-07-08
- TIBURON FINANCIAL ADVISORS, INC.
Firm CRD 304363 · CA · Reported as state-registered
Registration date: 2019-08-28
- PRUVISE
Firm CRD 304365 · CA · Reported as state-registered
Registration date: 2019-09-18
- TENBROECK WEALTH MANAGEMENT, LLC
Firm CRD 304388 · CA · Reported as state-registered
Registration date: 2019-09-18
- MOST CAPITAL
Firm CRD 304451 · CA · Reported as state-registered
Registration date: 2023-01-23
- CENTERED FINANCIAL
Firm CRD 304535 · CA · Reported as state-registered
Registration date: 2019-07-16
- FIRMAMENT FINANCIAL
Firm CRD 304536 · CA · Reported as state-registered
Registration date: 2024-05-22
- INTERO FINANCIAL PLANNING, LLC
Firm CRD 304573 · CA · Reported as state-registered
Registration date: 2021-07-06
- CHAN, ARDEN
Firm CRD 304599 · CA · Reported as state-registered
Registration date: 2019-08-12
- BLUEPRINT RETIREMENT ADVISORS LLC
Firm CRD 304611 · CA · Reported as state-registered
Registration date: 2021-01-01
- MB3 CONSULTING LLC
Firm CRD 304634 · CA · Reported as state-registered
Registration date: 2019-07-25
- REAL LIFE PLANNING
Firm CRD 304695 · CA · Reported as state-registered
Registration date: 2021-07-26
- STOVELL AI SYSTEMS
Firm CRD 304699 · CA · Reported as state-registered
Registration date: 2020-01-02